As the high-net-worth landscape in Singapore continues to rapidly evolve and grow, so does the demand for highly-skilled and certified financial advisers and practitioners to address complex client and family office challenges.
The High Net Worth (HNW) Certification is designed to help you take advantage of this enormous opportunity that Singapore’s rise in affluence presents, earning recognition as a Certified HNW Adviser.
The programme combines international best-practice and local market case studies in family wealth management to equip you with the knowledge and expertise to implement a step-by-step process for providing quality financial advice to HNW individuals.
Through scenario-based assessments, you will emerge with the knowledge and skills to design appropriate asset protection and wealth management strategies, in addition to a marketing and communication plan to attract, advise and retain these clients.
Hear from one of the programme's graduates, Michael Seow, from Prudential Assurance Company
Why the HNW Certification?
Developed in Singapore based on local and international financial planning best-practice
Combines the academic rigour of higher education theory with practical and relevant outcomes
Scenario-based with real-life application and centred on HNW specialist knowledge areas
Delivered via collaborative face-to-face intensive workshops by practising industry experts
Opportunity to network and share knowledge with colleagues, peers and industry veterans
SkillsFuture Credit eligible
IBF accredited Level 2 & 3
IBF-STS funding up to 70%
Who should enrol?
Financial advisers and consultants
Insurance and bancassurance specialists
Family office and private wealth professionals
Private bank and client relationship managers
Asset managers and practitioners involved in portfolio construction
Accountants and estate lawyers
Professionals aspiring to the next generation of financial advice
